Financial Focus Radio Show

This week's show covers why your bond portfolio probably still has issues, to Roth or not to Roth, why certain investments end up in your account, and why "evolving benchmarks" are so common.

This week's show includes a new market update, looks at 2023 Strategist/Analyst SP500 price targets halfway through the year, and includes some best-of.

This show is a best-of. Back next week!

This week's show covers the order of account withdrawals in retirement, Backdoor Roth Conversions, gifting while living, and common portfolio mistakes we see during retirement reviews.

This week's show covers historical interest rate cycles, revenue sharing in the advisory business, small-cap value stocks, and SECURE 2.0 retirement savings changes in 2023 and 2024.

This week's show covers the game of chicken playing out between the markets and the Fed, revisits what most "Financial Advisors" actually do, and examines the role of bonds in your portfolio.

This week's show contains a market update -- but is mostly a best-of.

This episode looks at the Debt Ceiling and the markets, the most important drivers of investment returns, Annuity sales and 1035 Exchanges, and more emails and call-ins.

This week's show covers Proprietary Funds, the case for international investing, the ESG investing backlash, and lots of emails.

This show covers the latest market timing data, rules-based investing, the explosion of variable annuity sales, and Castle Trusts.

This episode looks at Gold as a durable portfolio allocation, revisits asset location, discusses the ongoing viability of the 60/40 portfolio, and highlights three options for your "safe money".

This week's show covers Mid Cap stocks, Health Savings Accounts, Lump Sum investing vs. Dollar Cost Averaging, and answers lots of email questions.

This week's show covers US Dollar fearmongering, taxable investment accounts, the continued case for Small Caps, and the fake opacity of the investment business.

Our April 8th, 2023 edition covers financial advisor fee transparency, the seven virtues of great investors, the inflation protection benefits of delaying Social Security filing, and whether or not you need a Trust.

This week's show is a best-of, back to new content next week!

This week the show tackles why most investors are focused on nonsense, options if you're concerned about your bank, and plenty of email questions.

This week's show asks: should you be worried about your bank? This episode also covers DCA vs. Lump Sum Investing, the "when's" in retirement, and how to avoid making the same mistake as Silicon Valley Bank with your fixed income exposure.

Financial Crisis: 2023 Edition -- this week's show covers the banking system, how to build a sustainable retirement portfolio, and a recap of results from our "free retirement reviews".

This week's show covers more on the "duration" story of this economic slowdown, target date funds 101, the route to investing excellence, and why small/mid-caps now.

This week's show covers "Bonds 101", "ETF's 101", and how to use your retirement accounts to delay filing for Social Security.

This week's show covers which retirement accounts to access first, considerations if you retire before 65, and what you can learn from your 1099 tax form.

This week's show covers the drivers of portfolio return, short-term treasuries, why we think the market is wrong, and what to do with old tax-advantaged accounts.

This week's show is a "best-of" -- capturing some of listeners' favorite segments over the past year. We'll be back with an all-new show next week.

This week's show covers the early 2000's analog, annuity sales, investment returns vs. investors returns, and asset location.

This week's show covers the basic building blocks of asset allocation, target date funds, how often you should rebalance, and why individual stocks aren't the answer for most investors.